Kiran Sekhon Email & Phone Number

Walnut Creek, Ca, Us

New York, Ny, Us

Sacramento, California, Us

In this position, I surpassed annual targets by building and managing active client relationships from prospecting to negotiations. I also managed and optimized 38 client portfolios for increased profitability and ensured their risk ratings and regulatory compliance.I optimized the client portfolios by conducting monthly and quarterly reviews to assess portfolio health. During the reviews, I performed cost, risk, and leverage analyses and analyzed indifference curves. This helped me identify areas of improvement to devise better debt and cash allocation strategies. Furthermore, my analyses also enabled me to ensure portfolio risk ratings along with regulatory and financial compliance.My efforts also resulted in helping build strong professional and commercial relationships with my clients as I ensured seamless and active communications. To this end, I helped my clients navigate the high-interest market. To help with this, I uncovered new investment opportunities to boost their cash flows and trim tax expenses in collaboration with Certified Public Accountants (CPAs). I was able to enlist CPAs through my vast referral network that I built by leveraging CRM.SELECTED ACCOMPLISHMENTS:- Achieved a conversion rate of 28% by developing high-performing relationships and leveraging CRM.- Streamlined and structured data analysis and reporting via QuickBooks, Excel, and kvCORE.- Marketed company and services by capitalizing on partner and network relationships.Key

New York, Ny, Us

Promoted from Finance Analysts within six months of joining due to strong analytical prowess.Over here, I performed financial and operational analysis for a company with a fleet size of 250+ and assets worth $15M. My analyses and findings enabled data-backed decision-making for leadership to increase liquidity, reduce risks and costs, and optimally expand the business.One of my key achievements here was reducing leverage cost by an average of 23%. For this, I identified areas of improvement by analyzing leverage metrics. I also created and integrated new Cash Advance, SharePoint, and Amex processes. This in turn improved working capital by 7% while also adding to our financial and regulatory compliance.I also helped maintain business and investment liquidity by conducting asset evaluations. For this, I performed various analyses, including P&L, risk analysis, balance sheet, cost analysis, as well as state and local policy analysis. To ensure accurate data analysis, I used various tools like advanced Excel, Tableau, and R. As a result, I was able to ensure a minimum profit margin of 15% for company assets.SELECTED ACCOMPLISHMENTS:- Delivered half a million in cost savings; decreased administrative hours by 12% via in-depth FTE analysis.- Trimmed operational costs by $200K annually through advanced financial modeling.- Decreased data compilation and analysis time by implementing SQL to speed up leadership decision making.Key

Here, I monitored over 100 client investment portfolios, minimized their liabilities, and increased their profitability.Moreover, I ensured seamless communications by implementing new systems, which in turn added to productivity. This earned me the top producer title in 2019 and 2020. On average, I was able to increase client portfolio profitability by 7-12%. I did so by carrying out regular portfolio reviews. These reviews also helped me implement better debt and cash allocation strategies to minimize portfolio liabilities. Also, I developed and implemented tax-debt strategies according to investor goals. Hence, I was able to ensure client satisfaction, increase profitability, and cut risks and liabilities. Additionally, I implemented underwriting and quality control procedures to reduce EPO and fraud risk.SELECTED ACCOMPLISHMENTS:- Maintained a 100% close rate through critical analyses of credit reports and active communications.- Achieved a client conversion rate of 28% through 360 marketing; increased production by 15%.- Streamlined application intake and close cycles by implementing Salesforce, Encompass, and LendingPad.Key

Milwaukee, Wi, Us

As a Finance intern, I developed effective client relationships through marketing, prospecting, and cold calling to help build the desired customer base for the company. I also analyzed the financial needs of clients to devise and propose solutions according to their investment goals.Additionally, I explored and utilized various risk management and financial analysis techniques and models to assist with client account management.Key

Micromasters, Statistics And Data Science

Master Of Business Administration - Mba, Accounting And Finance

Bachelor'S Degree, Finance And Economics